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Concurrent Investment Advisors, LLC: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on BLV, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 321,333 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,333 shares
    Change vs previous 13F +266,129 shares

    0.19% of the 13F portfolio, value $22,149,503.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,204 shares
    Change vs previous 13F +4,137 shares

    0.04% of the 13F portfolio, value $3,796,956.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,067 shares
    Change vs previous 13F +4,201 shares

    0.04% of the 13F portfolio, value $3,550,201.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,866 shares
    Change vs previous 13F -1,628 shares

    0.06% of the 13F portfolio, value $3,320,488.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,494 shares
    Change vs previous 13F +4,516 shares

    0.07% of the 13F portfolio, value $3,372,307.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,978 shares
    Change vs previous 13F +13,842 shares

    0.08% of the 13F portfolio, value $3,096,903.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,136 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $2,062,192.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,061 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,259,675.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).